HBK Sorce Advisory’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$877K Sell
2025
Q2
$1.05M Sell
2025
Q1
$1.15M Sell
2024
Q4
$978K Sell
2024
Q3
$1.08M Sell
2024
Q2
$893K Buy
2024
Q1
$868K Buy
2023
Q4
$627K Buy
2023
Q3
$543K Buy
2023
Q2
$444K Buy
2023
Q1
$307K Buy
2014
Q4
Sell
2014
Q3
$215K Buy
2014
Q2
$216K Sell
2014
Q1
$207K Buy
2013
Q4
$204K Sell
2013
Q3
$223K Buy